See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,190 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,206 | $31,424+43.9% | $81,478-44.5% | $69,631-35.1% |
| Participation rate | 89.0% | 50.8%+38.2pp | 68.0%+21.1pp | 70.7%+18.4pp |
| Annual return | 32.14% | 22.44%+9.7pp | 38.78%-6.6pp | 27571.02%-27538.9pp |
| Employer contribution / active EE | $3,307 | $1,029+221.4% | $2,568+28.8% | $2,032+62.7% |
| Participant deferral / active EE | $9,536 | $1,838+418.8% | $3,537+169.6% | $3,224+195.8% |
| Admin fee / account holder | $3 | $103-97.1% | $4,561-99.9% | $110-97.3% |